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Frequently Asked Questions About Our Lead Platform


Frequently Asked Questions

Got a question? We've got answers. If you have some other questions, see our support center.

Do you do the prospecting?

We do not contact the prospect. There is no benefit for us to contact them and will actually potentially harm relationship you may have with a prospect. Each Forbes advisor has their own unique personality and background which would be impossible for us to replicate to a prospect.

What payment services do you support?

We accept all major credit cards.

Why do you only take on certain clients?

Above else, it is to make sure you will not have wasted any time or money trying such a dedicated service. We like to set the expectations early on and ensure that you are as committed to growth as we are to you.

Is this a secure site for purchases?

Absolutely! We work with top payment companies which guarantees your safety and security. All billing information is stored on our payment processing partner which has the most stringent level of certification available in the payments industry.

Can I cancel my subscription?

You can cancel your subscription anytime in your account. Once the subscription is cancelled, you will not be charged next month. You will continue to have access to your account until your current subscription expires.

How long are your contracts?

Currently, we only offer monthly subscription. You can upgrade or cancel your monthly account at any time with no further obligation.

How does Odegee generate Financial Advisor leads?

We are data driven, meaning we leverage experience with information to help Financial Advisors the right way to approach prospects.

Can I request refund?

If there is something that is wrong, a prospect we send is already a client (or was), or is someone you have been already working on, we will aim to add a few more prospects the following week to make up for the duplicate.

Do you sell inbound leads?

No we don't and here is why. There are companies that do this. But how many advisors receive that same lead? How do you know it is "exclusive" to you? The ROI on this strategy is not efficient and the information becomes diluted, therefore we do not pursue it.

How are you different than anything out there?

We took a market we were experienced in and applied a heavy dose of technology, information and psychology to the process. We designed it specifically with the primary user being Financial Advisors that target high net worth prospects.